“数据政变”冲击华尔街！劳工局长被炒，美联储高官提前卸任

Group 1: Market Reaction - The announcement of the dismissal of the Bureau of Labor Statistics (BLS) director and the resignation of Federal Reserve Governor Kugler led to significant market concerns regarding the independence of the Federal Reserve and the credibility of economic data [1][2] - On the day of the announcements, all three major U.S. stock indices closed lower, with the Dow Jones down 1.23%, the Nasdaq down 2.24%, and the S&P 500 down 1.6%, marking the largest single-day decline in over two months [1][2] Group 2: Employment Data - The BLS reported that non-farm payrolls increased by only 73,000 in July, significantly below the market expectation of 104,000 [3] - Additionally, the employment figures for May and June were revised downwards by a total of 258,000 jobs, resulting in an average monthly job increase of only 35,000 over the past three months, the lowest level since the onset of the pandemic [3] Group 3: Political Implications - President Trump accused the BLS director of "falsifying employment data" and demanded her immediate removal, emphasizing the need for accurate employment statistics [3][4] - The dismissal of the BLS director has drawn criticism from various political figures, with concerns raised about the potential politicization of economic data and the implications for the credibility of all government statistics [4] Group 4: Federal Reserve Dynamics - Concurrently, Federal Reserve Governor Kugler announced her resignation effective August 8, which allows Trump to appoint a new member to the Federal Reserve Board, potentially influencing future monetary policy [5] - Speculation arises regarding potential candidates for the next Federal Reserve Chair, with names including former White House economic advisor Kevin Hassett and current Treasury Secretary Scott Bessent mentioned [5]